Cidel Asset Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Sell |
6,638
-228
| -3% | -$20.9K | 0.04% | 176 |
|
|
2025
Q1 | $631K | Sell |
6,866
-480
| -7% | -$44.1K | 0.04% | 162 |
|
|
2024
Q4 | $605K | Hold |
7,346
| – | – | 0.04% | 164 |
|
|
2024
Q3 | $662K | Hold |
7,346
| – | – | 0.05% | 157 |
|
|
2024
Q2 | $570K | Buy |
7,346
+193
| +3% | +$15K | 0.04% | 165 |
|
|
2024
Q1 | $513K | Buy |
7,153
+147
| +2% | +$10.5K | 0.04% | 180 |
|
|
2023
Q4 | $491K | Buy |
+7,006
| New | +$491K | 0.02% | 189 |
|